Naomi R. D’Agostino, CLU®
Founder and Principal
Everyone desires financial security. After over 20 years providing financial advice to clients, I’ve learned that everyone has a financial plan in mind. My job is to help define that plan, and create a path to achieving their financial success.
My approach is to listen carefully, and present ideas that are customized for each individual and their specific situation; from accumulating assets, to health event planning, to protecting income for life, to passing on a legacy.
I have been running my own successful Insurance and Financial Services business since 1996. I have achieved numerous industry awards, including membership in the Million Dollar Roundtable, and am involved with numerous community and professional organizations, including the Bath Business Association and Am Spirit. Past associations include the Akron YMCA Camp Y-Noah, Akron Rotary Camp, and the Center for Prevention of Domestic Violence in Cleveland.
Working in my father’s recycling business taught me many of the benefits, opportunities and challenges of small business owners. My own experiences as a single mom raising two wonderful daughters have taught me the need for financial independence. Later, the balancing and blending of two families in a new marriage have helped me to understand the need to plan for flexibility, and life’s unexpected events.
These experiences, along with the many stories and lessons learned from working with clients to plan their financial road map, give me a unique perspective and ability to help others achieve their goals.